Adviser Profile
| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 03/16/2026 |
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| Former registrations | |
| ADV Location | HATTIESBURG, MS, United States |
| Contact Info | 601 xxxxxxx |
| Websites |
| AUM* | 100,405,993 |
| of that, discretionary | 99,326,789 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 464,843 |
| % High Net Worth | 28.17% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
99M
85M
71M
57M
43M
28M
14M
2026
Private Funds
No private funds